The Create form dialog

Name of the form

The form's name.

Document type

A list of document types that are available in the selected client and process.

Select the document type that the form is being created for. (Without a document type, the form cannot be saved and checked in.)

Process step

A list of Verification process steps in the selected process.

Select the process step(s) that the form is to be used for. This "activates" the form. (Without a process step, the form is not used during Verification.) The available process steps depend on the Web form option.

Tip: You can also do this separately in the Assign process steps dialog – see Assigning a form to a process step.

Font

The font used on the form.

Font weight

The font weight or style: normal, bold, or italic.

Font size

The font size.

Color

The font color.

Generate form

If this option is selected, a form with panels and controls is generated automatically when you close the dialog by clicking OK.

If you deselect this option, a form is still available, but without panels or controls. You can add panels and add controls manually.

Web form

If this option is selected, a web form (for use in Web Verification) is generated automatically when you close the dialog by clicking OK.

Fewer options are available for web forms. Their layout and fields can only be adjusted on the Design tab. However, after the web form is generated, it can be adjusted in the Form settings dialog.

Test

Displays the form in run-time mode. Here you can test the form by checking field length, tab order, and image zoom. You can also arrange form panels by dragging and dropping them.

See also The Form preview dialog.

Use all

Select to include (use in the form) all items that are currently displayed in the dialog. (If a filter is active – see below – then only the displayed items are selected.)

Hide all unused

Hides items that are not selected in the Use column. This does not affect the form that is generated but may simplify your design work.

Filter

Use the Filter box to limit the fields and tables that are currently displayed. Type the letters to search for.

For example, type Invoice in the box to display only fields or groups that contain "Invoice" in their name.

Now you can select Use all to select only the displayed items.

Use

Select individual items in this column to include them in the form.

Field name

The name of the field to be included. This cannot be changed here.

Label

The label to use for the field – preferably short and user friendly.

Labels for tables are displayed in the table headers. (Note: Tables are not supported in web forms.)

Labels for checkboxes are displayed to the right of the checkbox.

Control type

The type of control.

Note: Not all of the control types are available when auto-generating a form. For normal fields you can select TextBox, CheckBox or ComboBox. For XBOUND tables only Table is available. The full set of controls is available in the Validation Designer. The controls are described in here.

Group

The group to which the control belongs.

You can create a control group—a group of controls that are kept together, or a group box—by simply typing the same name the Group column for all of the fields or XBOUND tables that you want to include in the group.

Control groups can also be set up in the Customize form manipulation dialog.

Tip: Control groups can be used to add conditions that affect the appearance of forms at runtime.

Start line

If selected, the field is placed on a new line. If deselected, the field is placed on the same line as the preceding field.

or

Moves the selected line(s) to the top or bottom of the form.

or

Moves the selected line(s) to up or down one line on the form.

Tip: You can use drag and drop for this, as well.

Note: The position of the items affects the tab order in the finished form.

Form width (pixels)

Not supported for web forms.

The width of the form to be generated, including the image viewer, in pixels.

The value is divided by two, because two panels are created next to each other – the viewer for the image and the panel containing the fields. If you specify a width of 1200 pixels, each half is initially 600 pixels wide.

By default the form is 1000 pixels wide.

Note: This is only used for the initial generation of the form. The size of the panels is not taken from the preview mode. You can adjust the width in the Design pane of the work area for forms, and the user can rearrange the panels as needed in Verification.

Labels above controls / Labels to the left of controls

Select whether to place labels above controls or to the left of them.

Note: For web forms, the position and width of labels cannot be adjusted.

Label width

If labels are placed to the left of controls, specify (in pixels) a width for them. By default the label is 100 pixels wide.

Test

Displays the form in run-time mode. Here you can test the form by checking field length, tab order, and image zoom. You can also arrange form panels by dragging and dropping them.

See also The Form preview dialog.